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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,720 | $174,379-6.1% | $152,093+7.6% | $138,895+17.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.55% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,060 | $4,652-34.2% | $4,175-26.7% | $4,194-27.0% |
| Participant deferral / active EE | $8,306 | $6,159+34.9% | $5,451+52.4% | $6,396+29.9% |
| Admin fee / account holder | $8,421 | $16,880-50.1% | $14,497-41.9% | $12,562-33.0% |